VFA
RDS.B

Valeo Financial Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Valeo Financial Advisors’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,000
Closed -$303K – 703
2021
Q4 		$303K Hold
7,000
– – 0.02% 407
2021
Q3 		$311K Hold
7,000
– – 0.02% 391
2021
Q2 		$272K Hold
7,000
– – 0.02% 379
2021
Q1 		$258K Buy
+7,000
New +$267K 0.01% 383
2020
Q4 		– Sell
-1,600
Closed -$39K – 1921
2020
Q3 		$39K Hold
1,600
– – ﹤0.01% 733
2020
Q2 		$48K Buy
1,600
+1,000
+167% +$32.7K ﹤0.01% 748
2020
Q1 		$22K Buy
+600
New +$28.1K ﹤0.01% 872

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Valeo Financial Advisors's RDS.B Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 12,104 shares — an estimated $525K sold.

Valeo Financial Advisors first reported a position in RDS.B in Q3 2017 and held it in 17 quarters. The position peaked at $6.9M in Q4 2017. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 12,104 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $525K.
  • Valeo Financial Advisors first reported a position in Royal Dutch Shell PLC ADS Class B in Q3 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Royal Dutch Shell PLC ADS Class B position peaked at $6.9M in Q4 2017.
  • 5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.